Series 6 Licensed Relationship Manager

Managing overall client satisfaction and retention, the full-time Series 6 Licensed Relationship Manager will provide proactive retirement plan client service, conduct annual plan reviews, and collaborate with internal teams to enhance client relationships in a remote capacity.
Key responsibilities

Build and maintain strong relationships with senior management in client organizations to ensure business retention
Conduct annual plan review meetings to assess and improve plan performance
Coordinate relationship management activities across various internal functional areas to deliver accurate results

Required qualifications

5-10 years of experience in the retirement plan industry
Bachelor's degree in business, accounting, finance, or equivalent experience
Expertise in Defined Contribution and/or Defined Benefit plan consulting and administration
Strong understanding of ERISA and related laws and regulations
Series 6 license is required